Advisory Board

Great companies don’t become great in isolation. They gather wisdom from leaders they respect and trust. Innovest’s advisory board consists of professionals from various business disciplines who have knowledge and integrity that benefits Innovest. 

Current Advisory Board

Brian Wagner – Founder & CEO, Granite Peak

Bridgett Wagner – Executive Director, Edwin J. Feulner Institute, The Heritage Foundation

Chris Festog – Chief Financial Officer, Cross Purpose

Curtis Martin – Founder and former CEO, FOCUS

Dan Mellema – Chief Financial Officer, Focus on the Family

John Wylie – Partner, Taft Law Firm

Keith Parsons – Chief Operating Officer, Catholic Funeral & Cemetery Services

Larry Pisciotta – Founder and former CEO, Brakes Plus

Matt Monson – Partner & Portfolio Manager, Sovereigns Capital

Nick Morris – Former CEO, Western Paper

Paul Dudzic – Chief Legal Officer, Augustine Institute

Ryan Corry – Chief Philanthropy Officer, St. Vincent de Paul Arizona

Scott Fowle – Partner, Colorado Practice Manager, CFO Sections

Alumni

Ksenia Popke, Eide Bailly LLP, Partner

Larry Strutton, Rocky Mountain News, Former CEO

Laurie Anderson, Kundinger, Corder and Montoya, P.C., Partner

Leslie Schaus, Wipfli LLP, Partner

Maria R. Montoya, Kundinger, Corder and Montoya, P.C., Managing Director

Mark Sunderhuse, Guidance Capital Partners, Managing Partner

Marty Schmitz, Citywide Banks, Chairman

Masoud Shirazi, Shirazi Benefits LLC, Principal

Melissa Hooley, Anton Collins and Mitchell, Partner

Michael Liebelson, MSL Energy LLC, Former President

Michael Stiff, Baker & Hostetler LLP, Managing Partner

Michael Van Gilder, AMAZE Health, Executive Vice President

Mike Anderson, Environmental Materials LLC, Former CEO

Nathan Salsbery, CapinCrouse, Partner & Executive Vice President

Norton Rainey III, ACE Scholarships, President

Peggy Jennings, Eide Bailly, Retired Partner

Phil Doty, Plante Moran, Partner

Randy Hammond, Advent Capital, Managing Partner

Ray Sutton, Baker & Hostetler, Former Managing Partner

Rebecca Shipley, Sutter Health, Total Rewards Practice Leader

Ret. Lt. General Mike Gould, USAFA Endowment, Inc., President & CEO

Richard Kelley, Outrigger Hotels, Chairman

Richard Rinehart, Grant Partners, Founder

Rick Schmitz, SKS Ventures, LLC, Partner

Rob Attai, Former Partner, Brownstein Hyatt Farber Schreck, Attorney

Ron Law, Lion Rock, Principal

Ronald Law, MD, Law Family Office, Managing Partner

Royal Lovell, Flood & Peterson Insurance, Chairman & CEO

Ryan Sells, Plante Moran, Partner

Sarah Bhagwandin, Polsinelli Law Firm, Shareholder

Scott Grimm, BDO, Tax Office Managing Partner

Sheldon Smith, Bryan Cave LLP, Former Partner

Stacey Hekkert, Anton Collins and Mitchell, Managing Partner

Stan Sluder, Benedictine College, Executive Vice President

Steve Corder, Kundinger, Corder and Montoya, P.C., President

Steve Kris, Conundrum Capital LLC, Principal

Steve Markel, Families of Character, Founder & CEO

Steve Schenbeck, PlanteMoran, Partner

Steven Marken, Trustee Services Group, Founding Principal

Timothy Belber, The Alchemia Group, Principal

Timothy Bradley, Strategem, Director

Tom Flanagan, Citywide Banks, Division President

Tom Heule, Denargo Capital, LLC, Partner

Travis Gillmore, Phelps-Tointon, Inc., President

Travis Webb, BKD, Managing Partner

Tucker Hart Adams, The Adams Group, Inc., President

Walt Coughlin, Colorado Financial Services Corp., Executive Vice President

Warren Henson, Peakview Partners, Partner

Will Kerns, Eide Bailly LLP, Colorado Market Leader

William Armstrong, Cherry Creek Mortgage, Former CEO

A.J. Steger, EKS&H, Former Partner

Andy Limes, SDR Ventures, Founder & Principal

Ann Hinkins, Plante Moran, Retired Partner

Ann Koenigsman, Stockman Kast Ryan + Co, Tax Partner

Bill Ehmer, Colorado Window Systems Inc., Executive Vice President

Bill Hanzlik, Gold Crown Foundation, Co-Founder & CEO

Bill Keefe, Plante Moran, Partner

Bob Collins, Cobe Labs, Former CEO

Bob Hottman, EKS&H, Former Managing Partner

Bob Jocelyn, Jocelyn Pension Consulting, Founder

Bob Warren, Gorsuch Kirgis, Former Partner

Bonnie Vivian, Denver Biomedical, Inc., Former CEO

Brian Callahan, Eide Bailly LLP, Managing Partner

Brian Frantz, Intrepid Potash, Chief Accounting Officer

Bridget Sullivan, Sherman & Howard, Member

Bud Laber, The Catholic Foundation, Former CEO

Chris Blees, Founder & Managing Director, Biggskofford Capital

Chris Bouck, SDR Ventures, Principal

Chris Kuetemeyer, AmPhil, Partner & CEO

Craig Saeman, FOCUS, Vice President of Philanthropy

Dave Davia, Colorado Concern, President & CEO

David A. Jones, Lockton Companies, Partner & Executive Director

David Hunter, Financial Designs Ltd., President

Dean Pisciotta, Red Arrow Capital, Inc., President

Dennis Engel, Icon Funds, Former COO

Ed Turner, Charles Schwab, Former Managing Director

Gloria Higgins, Wealth Touch, CEO

Graydon Bevis, Pella Windows & Doors - Colorado, Owner (Retired)

Greg Baldwin, Golden Thread Investments LLC, Founder

Greg Ring, Philanthropy Architects, Co-Founder

Harold R. Logan, Jr., Former CFO, TransMontaigne Resources, Trustee

Jane Norton, Former Lt. Governor of Colorado

Jason Cooper, The Iris Companies, CFO

Jason Wagner, Beacon Group, Managing Director

Jeff Schmitz, Citywide Banks, Executive Vice President

Jeffrey Nitz, Five18 Family Services, Chief Financial Officer

Jeff Watkins, Plante Moran, Partner

John Harpole, Mercator Energy, President

John Meyer, University of Notre Dame - Law School, Church Properties Initiative, Executive Director

John Schlageter, JKT Group, Founding Partner

John Zimmerman, Ascent Private Capital Management, President

Jon Zeschin, Founders Funds, Former CEO

Karen Winkelman, Elevation Management Group, CEO, CFO & Founder

Kathleen Odle, Sherman and Howard, Partner

Kelly Kozeliski, Plante Moran, Partner

Kent McSparran, Trinidad Benham, Former CEO

Kerry Yamaguchi, Boulder Fire & Police Money Purchase Pension Plan, Executive Committee President

Kevin Ahern, Brush Creek Partners, Managing Partner

Kevin Quinn, Heartland Financial USA, Executive Vice President

Kevin Selzer, Holland & Hart, Partner